Capstone Growth Fund Inc Sample Contracts

AutoNDA by SimpleDocs
Amendment Number 1 Capstone Growth Fund, Inc. Investment Company Services Agreement This Amendment Number 1, dated ( ______________, 2001), to Investment Company Services Agreement ("Agreement") dated October 7, 2000, between Capstone Growth Fund,...
Investment Company Services Agreement • December 28th, 2001 • Capstone Growth Fund Inc

This Amendment Number 1, dated ( ______________, 2001), to Investment Company Services Agreement ("Agreement") dated October 7, 2000, between Capstone Growth Fund, Inc. (the "Fund"), and Declaration Service Company ("Declaration"), is adopted to provide the following:

Contract
General Distribution Agreement • August 28th, 2012 • Capstone Series Fund Inc
STEWARD FUNDS, INC. ADMINISTRATION AGREEMENT
Administration Agreement • August 28th, 2012 • Capstone Series Fund Inc • Texas

THIS ADMINISTRATION AGREEMENT dated January 12, 2012, by and between CFS CONSULTING SERVICES, LLC, ("Administrator"), a Texas Limited Liability Company having its principal place of business in Houston, Texas and STEWARD FUNDS, INC. ("Company") on behalf of its series listed on Attachment A hereto (each, a "Fund"), a Maryland corporation having its principal place of business in Houston, Texas.

CLASS ACTION AND FAIR FUND SERVICES AGREEMENT
Class Action and Fair Fund Services Agreement • August 4th, 2011 • Capstone Series Fund Inc • Texas

CAPSTONE ASSET MANAGEMENT COMPANY (“CAMCO”), a Delaware corporation having its principal place of business in Houston, Texas; and

Contract
Compliance Services Agreement • August 28th, 2012 • Capstone Series Fund Inc • Texas
Exhibit (h)(2) MASTER SERVICES AGREEMENT
Master Services Agreement • February 28th, 2006 • Capstone Series Fund Inc • Ohio

AGREEMENT made as of May 24, 2004, between BISYS FUND SERVICES OHIO, INC. ("BISYS"), a Delaware corporation having its principal place of business at 3435 Stelzer Road, Columbus, Ohio 43219 and CAPSTONE SERIES FUND, INC. (the "Company"), a Maryland corporation having its principal place of business at 5847 San Felipe, Suite 4100, Houston, Texas 77057.

Capstone Asset Planning Company DEALER AND SELLING GROUP AGREEMENT Ladies and Gentlemen:
Selling Group Agreement • December 30th, 2004 • Capstone Series Fund Inc • Texas

As the distributor of the shares ("Shares") of each investment company portfolio ("Fund")of the investment company or companies covered hereunder (collectively, "Company"), as listed in Appendix A which may be amended by us from time to time, Capstone Asset Planning Company ("Distributor") hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms "we," "us," and similar words refer to the Distributor, and the terms "you," "your," and similar words refer to the dealer executing this agreement, including its associated persons.

Exhibit (e)(2) Capstone Asset Planning Company DEALER AND SELLING GROUP AGREEMENT Ladies and Gentlemen:
Fee Agreement • February 28th, 2006 • Capstone Series Fund Inc • Texas

As the distributor of the shares ("Shares") of each investment company portfolio ("Fund")of the investment company or companies covered hereunder (each a, "Company"), as listed in Appendix A which may be amended by us from time to time, Capstone Asset Planning Company ("Distributor") hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms "we," "us," and similar words refer to the Distributor, and the terms "you," "your," and similar words refer to the dealer executing this agreement, including its associated persons.

Capstone Asset Planning Company DEALER AND SELLING GROUP AGREEMENT Ladies and Gentlemen:
Dealer and Selling Group Agreement • August 26th, 2016 • Capstone Series Fund Inc • Texas

As the distributor of the shares (“Shares”) of each investment company portfolio (“Fund”) of the investment company or companies covered hereunder (each a, “Company”), as listed in Appendix A which may be amended by us from time to time, Capstone Asset Planning Company (“Distributor”) hereby invites you to participate in the selling group on the following terms and conditions. In this letter, the terms "we," "us," and similar words refer to the Distributor, and the terms "you," "your," and similar words refer to the dealer executing this agreement, including its associated persons.

COMPLIANCE SERVICES AGREEMENT
Compliance Services Agreement • August 26th, 2016 • Capstone Series Fund Inc

AGREEMENT dated as of April 1, 2016 (the “Effective Date”) among Capstone Church Capital Fund (the “Church Fund”), a statutory trust organized under the laws of Delaware, Capstone Series Fund, Inc. (“CSF”), a corporation organized under the laws of Maryland, Steward Funds, Inc. (“Steward Funds”; together with the Church Fund and CSF, the “Funds”), a corporation organized under the laws of Maryland, CFS consulting services, LLC (“CFS”), a limited liability company organized under the laws of Texas, and Cipperman Compliance Services, LLC (“CCS”), a Pennsylvania limited liability company.

AGREEMENT AMONG JOINT INSUREDS Pursuant to Rule 17g-1(f) under the Investment Company Act of 1940
Agreement Among Joint Insureds • September 8th, 2011 • Capstone Series Fund Inc

WHEREAS, each of the undersigned is named as an insured under a joint insured fidelity bond issued by Hartford Fire Insurance Company, a reputable fidelity insurance company; and

INDEPENDENT CONTRACTOR AGREEMENT
Independent Contractor Agreement • August 26th, 2016 • Capstone Series Fund Inc • Delaware

This Independent Contractor Agreement (“Agreement”) is made and entered into as of the 1st day of April, 2016 (“Effective Date”), by and between STEWARD FUNDS, INC, a Maryland corporation, CAPSTONE SERIES FUND, INC, a Maryland corporation, CAPSTONE CHURCH CAPITAL FUND, a Delaware statutory trust, and CFS CONSULTING SERVICES, LLC a Texas Limited Liability Company each having its principal place of business in Houston, Texas (collectively “Company”) and RICHARD A. NUNN, an individual residing at 5111 Briarbend Drive, Houston, Texas (“Contractor”).

Contract
Class Action and Fair Fund Services Agreement • August 28th, 2012 • Capstone Series Fund Inc • Texas
COMPLIANCE SERVICES AGREEMENT
Compliance Services Agreement • June 28th, 2010 • Capstone Series Fund Inc • Texas

CAPSTONE ASSET MANAGEMENT COMPANY ("CAMCO"), a Delaware corporation having its principal place of business in Houston, Texas; and

CAPSTONE SERIES FUND, INC. MASTER SERVICES AGREEMENT
Master Services Agreement • August 26th, 2016 • Capstone Series Fund Inc

AMENDMENT made as of April 1, 2015, between Capstone Series Fund, Inc. (the “Client”) and Citi Fund Services Ohio, Inc. (“Service Provider”), to that certain Master Services Agreement, dated May 24, 2004, between the Client and Service Provider (as amended and in effect on the date hereof, the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!